What public Form 5500 filings show about the Connecticut Heating & Cooling Contractors Association, Inc. 401(k) plan — and how to find and check your own account.
Connecticut Heating & Cooling Contractors Association, Inc. (EIN 23-7323973) reports CONNECTICUT HEATING & COOLING CONTRACTORS ASSOCIATION RETIREMENT PLAN on its most recent Form 5500, with $14.8M in plan assets across 278 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Connecticut Heating & Cooling Contractors Association, Inc. filing — schedules, fees, and providers.
Connecticut Heating & Cooling Contractors Association, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Connecticut Heating & Cooling Contractors Association, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, AMERITAS LIFE INSURANCE, LEE CPA AUDIT GROUP, KESTRA ADVISORY SERVICES, FIDUCIARY CONSULTING GROUP.
